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ISMD vs JEPI: Dividend Comparison 2026

ISMD yields 1.11% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.1K in total portfolio value
10 years
ISMD
ISMD
● Live price
1.11%
Share price
$39.97
Annual div
$0.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.3K
Annual income
$119.07
Full ISMD calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — ISMD vs JEPI

📍 JEPI pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodISMDJEPI
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, ISMD + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
ISMD pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

ISMD
Annual income on $10K today (after 15% tax)
$94.19/yr
After 10yr DRIP, annual income (after tax)
$101.21/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, JEPI beats the other by $1,236.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of ISMD + JEPI for your $10,000?

ISMD: 50%JEPI: 50%
100% JEPI50/50100% ISMD
Portfolio after 10yr
$25.3K
Annual income
$846.36/yr
Blended yield
3.35%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ISMD buys
0
JEPI buys
0
No recent congressional trades found for ISMD or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricISMDJEPI
Forward yield1.11%8.56%
Annual dividend / share$0.44$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.3K$29.3K
Annual income after 10y$119.07$1,573.67
Total dividends collected$1.2K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: ISMD vs JEPI ($10,000, DRIP)

YearISMD PortfolioISMD Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,811$110.81$11,276$855.74$465.00JEPI
2$11,680$111.96$12,675$926.02$995.00JEPI
3$12,610$113.04$14,207$999.01$1.6KJEPI
4$13,607$114.06$15,878$1,074.57$2.3KJEPI
5$14,674$115.03$17,697$1,152.57$3.0KJEPI
6$15,818$115.93$19,674$1,232.87$3.9KJEPI
7$17,042$116.79$21,815$1,315.29$4.8KJEPI
8$18,352$117.60$24,131$1,399.68$5.8KJEPI
9$19,755$118.35$26,630$1,485.86$6.9KJEPI
10$21,257$119.07$29,323$1,573.67$8.1KJEPI

ISMD vs JEPI: Complete Analysis 2026

ISMDStock

Inspire Small/Mid Cap ETF invests into inspiring, biblically aligned small and mid-sized companies from the United States as determined by Inspire Impact Scores greater than or equal to zero.

Full ISMD Calculator →

JEPIETF

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Full JEPI Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.